Compare 529 Plans by Features

Plan

Does the sponsoring state exclude the value of an account for state financial aid purposes?

No

No,, but California excludes 529 plans when considering eligibility for Medi-Cal.

DC College Savings Plan

District of Columbia

No

Florida 529 Savings Plans to do not impact Florida Bright Futures Scholarship Awards (the primary state financial aid program in Florida).

KY Saves 529

Kentucky

Yes

Yes, by state regulation.

NC 529 Plan

North Carolina

No

No

Effective November 1, 2008, money in an Oklahoma 529 plan account is no longer considered in calculating eligibility for TANF, Food Stamps or the Low Income Home Energy Assistance Program (LIHEAP).

my529

Utah

No

No, however the account is treated as an asset of the student's parent and not as an asset of the beneficiary

Invest529

Virginia

No

SMART529 Select

West Virginia

Yes

Edvest

Wisconsin

Yes